Civic Intelligence

Oregon Shakespearean Festival Endowment Fund Inc.

990 • Fiscal year 2023 • EIN 93-6041618

Nov 01, 2022 to Oct 31, 2023 • Filed on Sep 12, 2024

Organization ProfileWWW.OSFASHLAND.ORG
PO Box 158Ashland, OR 97520

(541) 482-2111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.31x

Higher debt load relative to revenue than 50% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

1st percentile

-469%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$452,120

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$26,805,265

Down $4,358,057 (-14%) from 2022

Net Assets

Down

$26,456,259

Down $4,328,577 (-14%) from 2022

Liabilities

Down

$349,006

Down $29,480 (-7.8%) from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin1st percentile

Revenue

Down

$1,118,830

Down $764,627 (-41%) from 2022

Expenses

Up

$6,361,721

Up $4,585,429 (+258%) from 2022

Net Income

Down

-$5,242,891

Down $5,350,056 (-4992%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $28,583,804Liabilities 2010: $2,117,337Net Assets 2010: $26,466,4672010Assets 2011: $28,915,095Liabilities 2011: $2,048,841Net Assets 2011: $26,866,2542011Assets 2012: $30,322,577Liabilities 2012: $2,060,187Net Assets 2012: $28,262,3902012Assets 2013: $33,295,136Liabilities 2013: $2,113,731Net Assets 2013: $31,181,4052013Assets 2014: $34,541,237Liabilities 2014: $2,182,496Net Assets 2014: $32,358,7412014Assets 2015: $32,588,013Liabilities 2015: $2,390,292Net Assets 2015: $30,197,7212015Assets 2016: $37,990,198Liabilities 2016: $2,605,196Net Assets 2016: $35,385,0022016Assets 2017: $40,835,781Liabilities 2017: $3,048,369Net Assets 2017: $37,787,4122017Assets 2018: $36,515,946Liabilities 2018: $1,710,882Net Assets 2018: $34,805,0642018Assets 2019: $36,304,769Liabilities 2019: $2,302,174Net Assets 2019: $34,002,5952019Assets 2020: $33,018,945Liabilities 2020: $1,946,490Net Assets 2020: $31,072,4552020Assets 2021: $40,551,255Liabilities 2021: $1,887,204Net Assets 2021: $38,664,0512021Assets 2022: $31,163,322Liabilities 2022: $378,486Net Assets 2022: $30,784,8362022Assets 2023: $26,805,265Liabilities 2023: $349,006Net Assets 2023: $26,456,2592023

Highlighted filing

2023

Assets$26,805,265
Liabilities$349,006
Net Assets$26,456,259
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $1,440,2612010Expenses 2011: $1,348,0632011Expenses 2012: $1,390,5182012Expenses 2013: $1,437,2072013Revenue 2014: $2,049,285Expenses 2014: $1,468,486Net Income 2014: $580,7992014Revenue 2015: $1,814,159Expenses 2015: $1,683,534Net Income 2015: $130,6252015Revenue 2016: $6,651,318Expenses 2016: $1,829,960Net Income 2016: $4,821,3582016Revenue 2017: $1,212,474Expenses 2017: $2,268,886Net Income 2017: -$1,056,4122017Revenue 2018: $4,871,913Expenses 2018: $5,604,228Net Income 2018: -$732,3152018Revenue 2019: $3,062,148Expenses 2019: $4,396,376Net Income 2019: -$1,334,2282019Revenue 2020: $1,149,955Expenses 2020: $3,580,084Net Income 2020: -$2,430,1292020Revenue 2021: $2,831,858Expenses 2021: $2,319,420Net Income 2021: $512,4382021Revenue 2022: $1,883,457Expenses 2022: $1,776,292Net Income 2022: $107,1652022Revenue 2023: $1,118,830Expenses 2023: $6,361,721Net Income 2023: -$5,242,8912023

Highlighted filing

2023

Revenue$1,118,830
Expenses$6,361,721
Net Income-$5,242,891
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Sep 12, 2024
Return Version
2022v5.0
Gross Receipts
$11,239,329
Mission and Program Overview

Mission

To provide support for the oregon shakespeare festival association, a publicly-supported 501(c)(3) organization.

To provide support for the oregon shakespeare festival association, a 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,010,079$17,697,343▼ $8,312,736
Investments Other Securities$4,814,545$5,148,221▲ $333,676
Accounts Receivable$15,408$3,806,582▲ $3,791,174
Savings and Temporary Cash Investments$312,290$142,119▼ $170,171
Total Assets$31,163,322$26,805,265▼ $4,358,057
Other Assets Total$11,000$11,000→ $0
Liabilities
Other Liabilities$366,282$342,403▼ $23,879
Accounts Payable and Accrued Expenses$12,204$6,603▼ $5,601
Total Liabilities$378,486$349,006▼ $29,480
Net Assets / Fund Balance
Net Assets With Donor Restrictions$26,210,583$24,841,538▼ $1,369,045
Net Assets Without Donor Restrictions$4,574,253$1,614,721▼ $2,959,532
Total Net Assets Fund Balance$30,784,836$26,456,259▼ $4,328,577
Total Liabilities and Net Assets / Fund Balance$31,163,322$26,805,265▼ $4,358,057

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,148,221--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$30,784,836$15,065▲ $2,018,079$6,250,000$26,456,259
2021$38,664,051$70,280▼ $6,173,203$1,639,785$30,784,836
2020$31,072,455$269,165▲ $9,641,851-$38,664,051
2019$34,002,595$270,147▲ $379,797-$31,072,455
2018$34,805,064$385,740▲ $3,208,167-$34,002,595
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Eric JohnsonPresident
Paul ChristyPresident
M'LISS MOOREVice President
Charlotte LinBoard Member
Dave HitzBoard Member
Janet FratellaBoard Member
Royal StandleyBoard Member
Rudd JohnsonBoard Member
David SchmitzOsf Executive Director
Ariana SpieglerOsf Finance Director
Tyler HokamaOsf Interim Executive Director
Philip ParoianSecretary
Sidney CooperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,065
Program Service Revenue
$0
Investment Income
$1,103,765
Other Revenue
$0
All Other Contributions
$15,065
Change in Net Assets
$-5,242,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,250,000
Other Expenses$111,721
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,250,000--$6,250,000
Fees for Service Investment Mgmnt Fees-$111,721-$111,721
Total Functional Expenses$6,250,000$111,721$0$6,361,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Shakespeare Festival AssociationAshland, OR501(c)(3)Financial Support to Assist With Annual and Long Term Viability.$6,250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligation Under Gift Annuities$342,403
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees authorized to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The secretary or treasurer of the board of trustees reviews the form 990 in depth prior to its filing. The president provides complete copies of the form 990 and his comments on it to the other trustees prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Each member of the board of trustees is annually asked to disclose on a written form any real or potential conflict of interest. These forms are collected by the executive director of osf and are available for review by the independent auditor. At any meeting of the trustees, a trustee is expected to recuse himself or herself from any action where a potential conflict of interest might exist.”

Form 990, Part VI, Section B, Line 15

“There are no procedures for compensation because none of the officers receive compensation.”

Form 990, Part VI, Section C, Line 19

“Financial statements and forms 990 and 990-t are available upon request. Other governing documents and the conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon Shakespeare
EIN
93-6041618
Phone
5414822111
Address
PO BOX 158, ASHLAND, OR 97520

Signing Officer

Name
Paul Christy
Title
President, Board of Trustees
Phone
5414822111
Signed
2024-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Christy
Formed
1966
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of gift annuities -29,082.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The oregon shakespeare festival endowment fund's endowment consists of funds established for educational programs and operations support. Its endowment includes both donor-restricted endowment funds and funds designated by the board of trustees to function as endowments. The endowment fund provides support for the oregon shakespeare festival association, a 501(c)(3) organization.”

PART X, LINE 2:

“The organization follows the provisions of fasb asc topic 740 accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0OSF EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11OSF INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12OSF FINANCE DIRECTOR
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt026010079
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017697343
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010120499
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A PUBLICLY-SUPPORTED 501(C)(3) ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030784836
IRS990/NetAssetsOrFundBalancesEOYAmt026456259
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0394106
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0394106
IRS990/NetUnrelatedBusTxblIncmAmt06521
IRS990/NetUnrlzdGainsLossesInvstAmt0943396
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04574253
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01614721
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011000
IRS990/OtherAssetsTotalGrp/EOYAmt011000
IRS990/OtherChangesInNetAssetsAmt0-29082
IRS990/OtherLiabilitiesGrp/BOYAmt0366282
IRS990/OtherLiabilitiesGrp/EOYAmt0342403
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL CHRISTY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070280
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01639785
IRS990/PYInvestmentIncomeAmt01813177
IRS990/PYOtherExpensesAmt0136507
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0107165
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01776292
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01883457
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5242891
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0312290
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142119
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930407022
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06250000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OREG SHKSPR FESTIVAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt06250000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.06100
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0111721
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030784836
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015065
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026456259
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02018079
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06250000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0136507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt038664051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt070280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030784836
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6173203
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01639785
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt094584
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt031072455
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0269165
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt038664051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02224836
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09641851
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0116969
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt034002595
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0270147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt031072455
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03463115
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0379797
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt072438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt034805064
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0385740
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt034002595
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04323938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03208167
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0342403
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATION UNDER GIFT ANNUITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05148221
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIP INTERESTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.72800
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR EDUCATIONAL PROGRAMS AND OPERATIONS SUPPORT. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUND PROVIDES SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A 501(C)(3) ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05148221
IRS990ScheduleD/TotalLiabilityAmt0342403
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OREGON SHAKESPEARE FESTIVAL ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0930407022
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 158
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASHLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097520
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO ITS ARTICLES OF INCORPORATION, THE ORGANIZATION PROVIDES ONLY ONE GRANT, AND THAT IS TO THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION. MONITORING OF THE GRANT FUNDS IS CARRIED OUT THROUGH TRUSTEE INVOLVEMENT WITH THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION ON A CONSISTENT AND REGULAR BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0417391
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt027191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID SCHMITZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0OSF EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0452120
IRS990ScheduleJ/SeverancePaymentInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DAVID SCHMITZ RECEIVED SEVERANCE OF $212,500 DURING THE FYE 10/31/2023
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,805,265
Liabilities
$349,006
Net assets
$26,456,259
Revenue
$1,118,830
Expenses
$6,361,721
Net income
-$5,242,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$26.8$0.35$26.5$1.12$6.36$5.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$0.38$30.8$1.88$1.78$0.11
2021Detailed filing. Detailed filing data is available for this year.$40.6$1.89$38.7$2.83$2.32$0.51
2020Detailed filing. Detailed filing data is available for this year.$33.0$1.95$31.1$1.15$3.58$2.43
2019Detailed filing. Detailed filing data is available for this year.$36.3$2.30$34.0$3.06$4.40$1.33
2018Detailed filing. Detailed filing data is available for this year.$36.5$1.71$34.8$4.87$5.60$0.73
2017Detailed filing. Detailed filing data is available for this year.$40.8$3.05$37.8$1.21$2.27$1.06
2016Detailed filing. Detailed filing data is available for this year.$38.0$2.61$35.4$6.65$1.83$4.82
2015Detailed filing. Detailed filing data is available for this year.$32.6$2.39$30.2$1.81$1.68$0.13
2014Detailed filing. Detailed filing data is available for this year.$34.5$2.18$32.4$2.05$1.47$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$2.11$31.2$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$2.06$28.3$1.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$2.05$26.9$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$2.12$26.5$1.44